ipo bubble (1)

Just goes to show you, when it's hated, it can outperform. Who was the outperformer for your money in Q1? Bonds baby! Bespoke

Today is Option Expiration for some weekly options. Monday will be end of month and end of quarter. Redemption selling has been pretty vicious but orderly. Some feel this is the beginning of a larger correction and that reaction rallies should be sold at the higher level. Clear rotation out of tech and small caps into fixed income, financials and oil/gas. Kos picked up slivers of her favorites names last night looking for some window dressing. Keep an eye on USD/JPY for proxy for risk appetite. To those not so brave, let the market show it's direction before pulling the trigger and even then, be nimble and prepared to bail.

We welcome you to post a blog entry, oped or share your daily reading with us as long as it is relevant to the topic of investing and not an attempt to sell a product, proprietary strategy, platform or other service. Please provide links to any research data and if re-posting other articles, give credit where credit is due providing a back link to the original site.

300 words minimum per post. You may also sort by category or search by topic. Don't forget to comment and please "share" via Facebook, Twitter and Google+. If you have any questions, please contact us.